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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $711,086 |
PCC PENSION FUND8+ years Service code 12 · EIN 13-3208565 66-05 WOODHAVEN BLVD · REGO PARK, NY 11374 | Recordkeeping and information managem... | $480,904 |
QUAN-VEST CONSULTANTS, INC.8+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $26,684 |
GOULD, KOBRICK & SCHLAPP, P.C.8+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE · NEW YORK, NY 10016 | Accounting | $20,050 |
COLLERAN, O'HARA & MILLS LLP8+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET · NEW YORK, NY 10001 | Legal | $10,427 |
Service code 29 · EIN 11-2621686 16 COURT STREET · BROOKLYN, NY 11241 | Legal | $10,400 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-2518466 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,637 | $112,686-62.2% | $170,057-74.9% | $80,169-46.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 2.91% | 67.04%-64.1pp | 53.42%-50.5pp | 40.39%-37.5pp |
| Employer contribution / active EE | $12,415 | $4,481+177.1% | $6,790+82.8% | $2,978+316.8% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,411-100.0% | $5,016-100.0% |
| Admin fee / account holder | $431 | $99+335.2% | $12,826-96.6% | $145+197.5% |